LISA Stanchick signed Ashland Foundry and Machine Works, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ashland Foundry and Machine Works, LLC's EIN is 81-5042835.
Download the official 2024 Form 5500 (PDF) for Ashland Foundry and Machine Works, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ashland Foundry and Machine Works, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIES WEALTH ADVISORS, LLC | — | GRAND RAPIDS, MI | INVESTMENT ADVISOR | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Tgt Date Ret 2030 R6 Registered Investment Company | Mutual Funds | — | — | $1.5M | 23.1% | |
| American Funds Tgt Date Ret 2025 R6 Registered Investment Company | Mutual Funds | — | — | $1.4M | 22.5% | |
| American Funds Tgt Date Ret 2035 R6 Registered Investment Company | Mutual Funds | — | — | $686K | 10.8% | |
| JP Morgan Large Cap Growth R6 Registered Investment Company | Common Stocks | — | — | $395K | 6.2% | |
| Guaranteed Interest Account * MassMutual Guaranteed Interest Account Guaranteed Interest Account | Other securities | — | — | $393K | 6.2% | |
| American Funds Tgt Date Ret 2040 R6 Registered Investment Company | Mutual Funds | — | — | $375K | 5.9% | |
| American Funds Tgt Date Ret 2020 R6 Registered Investment Company | Mutual Funds | — | — | $265K | 4.2% | |
| Vanguard 500 Index ADM Registered Investment Company | Common Collective Trusts | — | — | $243K | 3.8% | |
| American Funds Tgt Date Ret 2055 R6 Registered Investment Company | Mutual Funds | — | — | $191K | 3.0% | |
| American Funds Tgt Date Ret 2065 R6 Registered Investment Company | Mutual Funds | — | — | $171K | 2.7% | |
| Participant Loans Interest rates (5.25%-10.5%) -0- | Bonds / Notes | — | — | $138K | 2.2% | |
| American Funds Tgt Date Ret 2050 R6 Registered Investment Company | Mutual Funds | — | — | $120K | 1.9% | |
| American Funds Tgt Date Ret 2045 R6 Registered Investment Company | Mutual Funds | — | — | $104K | 1.6% | |
| American Funds Tgt Date Ret 2060 R6 Registered Investment Company | Mutual Funds | — | — | $92K | 1.4% | |
| Vanguard Small Cap Index Adm Registered Investment Company | Mutual Funds | — | — | $51K | 0.8% | |
| PIMCO Income Inst Registered Investment Company | Mutual Funds | — | — | $43K | 0.7% | |
| Vanguard Total Instl Stock Adm Registered Investment Company | Mutual Funds | — | — | $42K | 0.7% | |
| Vanguard Mid Cap Index ADM Registered Investment Company | Mutual Funds | — | — | $34K | 0.5% | |
| American Funds Tgt Date Ret 2015 R6 Registered Investment Company | Mutual Funds | — | — | $23K | 0.4% | |
| American Funds New world R6 Registered Investment Company | Mutual Funds | — | — | $23K | 0.4% | |
| Fidelity International Growth Registered Investment Company | Mutual Funds | — | — | $21K | 0.3% | |
| Macquarie Mid Cap Growth R6 Registered Investment Company | Common Stocks | — | — | $21K | 0.3% | |
| Vanguard Total Bond Mkt Ind ADM Registered Investment Company | Mutual Funds | — | — | $13K | 0.2% | |
| Eaton Vance High Income Opportunities Registered Investment Company | Mutual Funds | — | — | $7K | 0.1% | |
| Fidelity Value Fund Registered Investment Company | Mutual Funds | — | — | $3K | <0.1% | |
| Wasatch Core Growth Registered Investment Company | Common Stocks | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
